Fundamentals-weighted index strategies allow plan sponsors to mitigate risks in markets that are overly concentrated. Evidence suggests that long-term returns from fundamentals-weighted index strategies can outpace those of conventional capitalization-weighted index strategies. And as the evidence grows, so does the popularity among institutional investors. They add new perspective on the value premium, and for Canadian […]
The money management industry is changing fast. What will the new face of the industry look like? The money management industry is undergoing a massive change. Just how different will managers look in the future? A report last year by McKinsey & Company called The Asset Management Industry in 2010 found that the money manager […]
State Street Global Advisors(SSgA)has launched its active Canadian fixed income strategy, a risk-controlled approach for core fixed income investors. The strategy is designed to add steady returns over the Scotia Capital Universe Bond Index by taking active positions across many different strategies. It aims to generate excess annualized returns of 50 to 75 basis points […]
For the first time since the inception of the Morgan Stanley Capital International(MSCI)Emerging Markets Index, emerging market equities have recorded four consecutive years of positive returns. Returns in U.S. dollars over the past five years have been spectacular: in excess of 26% annually. Emerging markets have also outperformed the S&P 500 by roughly 120 basis […]
The most significant drivers of change for pension asset management Robert Bertram: I think the most important one domestically will be the demographics. We’re now moving the baby boom wave into retirement age and I think that’s going to have a big impact on how we have to manage the assets and what level of […]
Alpha-hungry plan sponsors are letting their managers out of the box—the style box, that is. And it’s not just about value and growth—increasingly, managers are being asked to go beyond borders when it comes to building an international portfolio. Last year international equity overtook U.S. equity as the most popular single product category according […]
© Copyright 2006 Rogers Publishing Ltd. The following article first appeared in the January 2006 edition of BENEFITS CANADA magazine. Treading lightly Before launching headfirst into the global market, Canadian investors need to look at how changes in asset allocation will affect their liabilities. Moving towards non-traditional solutions needs to be weighed carefully. By […]
© Copyright 2006 Rogers Publishing Ltd. The following article first appeared in the June 2005 edition of BENEFITS CANADA magazine. It’s lonely going it alone. But following the herd can be a risky position for plan sponsors. We all know Frank Sinatra did it his way. But doing it your way is easier said […]
© Copyright 2006 Rogers Publishing Ltd. The following article first appeared in the January 2005 edition of BENEFITS CANADA magazine. In the search for alpha, pension plan sponsors need to give much thought to the construction of their portfolios. Everyone is hunting for alpha. With return expectations generally much lower than historical returns over […]
OVERVIEW AGENDA SPEAKERS SPONSOR INFORMATION LOCATION POST EVENT COVERAGE REQUEST TO REGISTER Sponsor Profiles BLACKROCK BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing […]